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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.35
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets602.58M
Invesco Small Cap Value A
Price$24.15
Change+$0.14 (+0.58%)
VolumeN/A
Net Assets6.97B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Jul 07, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Buy and VSCAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 6.97B vs. OISVX (603M). OISVX pays higher dividends than VSCAX: OISVX (0.98) vs VSCAX (0.35). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.39) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 40.00 vs. OISVX (26.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 5.03 vs. OISVX (2.12). VSCAX return over 5 years is better than : 135.31 vs. OISVX (43.40).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.25 | 1.12 | 112% |
| Annual Report Gross Expense Ratio | 1.39 | 1.12 | 124% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | -0.070 | 2.722 | -3% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 603M | 6.97B | 9% |
| Annual Yield % from dividends | 0.98 | 0.35 | 285% |
| Returns for 1 year | 2.12 | 5.03 | 42% |
| Returns for 3 years | 7.34 | 43.85 | 17% |
| Returns for 5 years | 43.40 | 135.31 | 32% |
| Returns for 10 years | 9.72 | 20.55 | 47% |
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